Wingate Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 6,905 shares of AGG stock, worth $674,618. This represents 0.66% of its overall portfolio holdings.
Number of Shares
6,905Holding current value
$674,618% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,022Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio